The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBVIE COM 00287Y109 6,838,534 29,535 SH SOLE NONE 29,535 0 0
ADT COM 00090Q103 1,088,750 125,000 SH SOLE NONE 125,000 0 0
Akero Therapeutics COM 00973Y108 7,084,016 149,200 SH SOLE NONE 149,200 0 0
Alphabet Inc - Class A CAP STK CL A 02079K305 11,463,624 47,156 SH SOLE NONE 47,156 0 0
Amazon.com COM 023135106 9,753,080 44,419 SH SOLE NONE 44,419 0 0
AMER SPORTS ORD COM SHS G0260P102 3,127,500 90,000 SH SOLE NONE 90,000 0 0
Apollo Global Management COM 03769M106 1,773,424 13,307 SH SOLE NONE 13,307 0 0
Avidity Biosciences COM 05370A108 470,556 10,800 SH SOLE NONE 10,800 0 0
Bank of America Corp COM 060505104 1,130,853 21,920 SH SOLE NONE 21,920 0 0
Berkshire Hathaway CL B NEW 084670702 6,505,456 12,940 SH SOLE NONE 12,940 0 0
British American Tobacco plc SPONSORED ADR 110448107 3,450,200 65,000 SH SOLE NONE 65,000 0 0
Brookfield Corp CL A LTD VT SH 11271J107 1,097,280 16,000 SH SOLE NONE 16,000 0 0
Burford Capital Limited ORD SHS G17977110 1,196,000 100,000 SH SOLE NONE 100,000 0 0
Capri Holdings Limited SHS G1890L107 996,000 50,000 SH SOLE NONE 50,000 0 0
Charles Schwab Corp (The) COM 808513105 1,300,015 13,617 SH SOLE NONE 13,617 0 0
Chevron Corp COM 166764100 2,948,181 18,985 SH SOLE NONE 18,985 0 0
D MARKET ELECTRONIC SERVICES TRA ADR SPONSORED ADS 23292B104 78,508 29,185 SH SOLE NONE 29,185 0 0
Deckers Outdoor Corp COM 243537107 2,534,250 25,000 SH SOLE NONE 25,000 0 0
Doximity CL A 26622P107 5,613,385 76,738 SH SOLE NONE 76,738 0 0
Five Below COM 33829M101 2,475,200 16,000 SH SOLE NONE 16,000 0 0
Guardant Health COM 40131M109 2,261,776 36,200 SH SOLE NONE 36,200 0 0
Ionis Pharmaceuticals COM 462222100 10,650,376 162,800 SH SOLE NONE 162,800 0 0
ISHARES BITCOIN ETF SHS BEN INT 46438F101 1,786,850 27,490 SH SOLE NONE 78,862 0 0
iShares iBoxx $ High Yield IBOXX HI YD ETF 464288513 2,543,520 31,328 SH SOLE NONE 27,490 0 0
iShares iBoxx $ Investment Grade IBOXX INV CP ETF 464287242 1,270,981 11,402 SH SOLE NONE 11,402 0 0
Johnson & Johnson COM 478160104 6,816,039 36,760 SH SOLE NONE 36,760 0 0
JSC KASPI GLOBAL SPON ADS REP ORD SPONSORED ADS 48581R205 1,388,560 17,000 SH SOLE NONE 17,000 0 0
Karooooo Ltd ORD SHS Y4600W108 9,753,583 170,756 SH SOLE NONE 170,756 0 0
Levi Strauss & Co CL A COM STK 52736R102 1,165,000 50,000 SH SOLE NONE 50,000 0 0
Linde plc SHS G54950103 4,194,250 8,830 SH SOLE NONE 8,830 0 0
LUXEXPERIENCE ADS REP ORD ADS 55406W103 5,720,177 672,962 SH SOLE NONE 672,962 0 0
Meta Platforms CL A 30303M102 9,588,800 13,057 SH SOLE NONE 13,057 0 0
Microsoft Corp COM 594918104 14,149,358 27,318 SH SOLE NONE 27,318 0 0
Nike CL B 654106103 3,202,002 45,920 SH SOLE NONE 45,920 0 0
Occidental Petroleum Corp COM 674599105 3,995,129 84,553 SH SOLE NONE 84,553 0 0
On Holding AG NAMEN AKT A H5919C104 2,117,500 50,000 SH SOLE NONE 50,000 0 0
PayPal Holdings COM 70450Y103 2,418,653 36,067 SH SOLE NONE 36,067 0 0
PepsiCo COM 713448108 5,151,058 36,678 SH SOLE NONE 36,678 0 0
Phibro Animal Health Corp CL A COM 71742Q106 10,233,467 252,928 SH SOLE NONE 252,928 0 0
Phreesia COM 71944F106 11,395,440 484,500 SH SOLE NONE 484,500 0 0
Ralph Lauren Corp CL A 751212101 3,135,600 10,000 SH SOLE NONE 10,000 0 0
RealReal (The) COM 88339P101 12,644,279 1,189,490 SH SOLE NONE 989,490 0 0
Restaurant Brands International COM 76131D103 4,545,474 70,868 SH SOLE NONE 70,868 0 0
Roblox Corp CL A 771049103 2,715,685 19,605 SH SOLE NONE 19,605 0 0
Roivant Sciences Ltd SHS G76279101 3,003,305 198,500 SH SOLE NONE 198,500 0 0
SHARKNINJA ORD COM SHS G8068L108 6,189,000 60,000 SH SOLE NONE 60,000 0 0
Spotify Technology SA SHS L8681T102 3,166,826 4,537 SH SOLE NONE 4,537 0 0
Summit Therapeutics COM 86627T108 10,252,856 496,266 SH SOLE NONE 496,266 0 0
Tapestry COM 876030107 2,943,720 26,000 SH SOLE NONE 26,000 0 0
Tarsus Pharmaceuticals COM 87650L103 14,264,389 240,020 SH SOLE NONE 240,020 0 0
TJX Companies COM 872540109 2,601,720 18,000 SH SOLE NONE 18,000 0 0
Uber Technologies COM 90353T100 1,324,652 13,521 SH SOLE NONE 13,521 0 0
Ulta Beauty COM 90384S303 3,007,125 5,500 SH SOLE NONE 5,500 0 0
Union Pacific Corp COM 907818108 4,296,970 18,179 SH SOLE NONE 18,179 0 0
VERA THERAPEUTICS CL A ORD CL A 92337R101 13,097,342 450,700 SH SOLE NONE 450,700 0 0
VISA COM CL A 92826C839 6,878,466 20,149 SH SOLE NONE 20,149 0 0
Vita Coco Company (The) COM 92846Q107 2,782,422 65,515 SH SOLE NONE 65,515 0 0
WAYSTAR HOLDING ORD COM 946784105 19,154,226 505,122 SH SOLE NONE 505,122 0 0
Wyndham Hotels & Resorts COM 98311A105 1,112,208 13,920 SH SOLE NONE 13,920 0 0